Financial News

Mutual Fund Diversity May Need to Add Fees into the Equation

09/09/2016 12:00 PM

Regulations striving for full disclosure are bringing light to impactful fees often missing from prospectuses. The burden of knowledge is with the investor in order to overcome representatives’ mis...


Allowing Your Risk Tolerance to Dictate Your Investment Strategy

09/08/2016 11:00 AM

A mismatch between a retirement plan and its owner can cause disastrous results in the near and long term. Risk-averse investors do well to sacrifice some rewards to achieve peace of mind. Diversif...


Foundational Income is the Strength of Retirement

09/07/2016 11:00 AM

Life’s ongoing expenses, regardless of age, require regular infusions of income. An understanding of how assets fall on the risk/reward continuum, and even the discovery of forgotten assets, can fa...


The 3 Keys to Vetting Your Retirement Plan Adviser

09/06/2016 11:00 AM

The abundance of information targeting retirees is as often as much a source of confusion as it is a solution. Retirees can cut through the clutter by choosing to work with an accredited adviser ...


Retirement Planning Requires Deep Diversification

09/05/2016 11:00 AM

A portfolio with a variety of holdings is not necessarily a diversified portfolio. Investors who only strive for a blend of assets may be missing out on the protection and opportunities provided by...


Don't Get Burned by the Sequence of Returns

09/03/2016 11:00 AM

The Sequence of Returns Risk is the Retirement Apocalypse. Retirees Exposed to Outliving Their Retirement Money Now A Reality. Watch the interview with popular platform speaker, best-selling retire...


Life Risks that Can Derail Your Retirement

09/02/2016 11:00 AM

Life happens. From unexpected responsibilities to public policy changes to taxes to plain bad timing, life just happens. Watch the interview with popular platform speaker, best-selling retirement a...


Employment Risks that Can Derail Your Retirement

09/01/2016 11:00 AM

Unemployment is an ever-increasing risk the older you become. Forced retirement, reemployment, employer insolvency and your spouse’s job loss can impact your retirement. Watch the interview with po...


Investment Risks that Can Derail Your Retirement

08/31/2016 11:00 AM

Investing is fraught with danger. Market volatility, interest rates, liquidity and the sequence of returns can combine to distort your retirement dreams. Watch the interview with popular platform s...


Heath Risks that Can Derail Your Retirement

08/30/2016 11:00 AM

Frailty and its associated morbidity events often result in unanticipated medical expenses, such as long-term care costs. Watch the interview with popular platform speaker, best-selling retirement ...


Resource Risks Can Derail Your Retirement

08/29/2016 11:00 AM

Unexpected longevity could turn the last years of retirement into years of scarcity. Inflation could erode the purchasing power of your retirement dollars, and excess withdrawals beyond dividends a...


Guaranteed Lifetime Income

08/27/2016 11:00 AM

Mortality Credits are the New Retirement Alpha of Lifetime Annuities for Retirees. Watch the newscast with syndicated financial columnist and newscast Steve Savant.


Six Steps to a Less Taxing Retirement

08/26/2016 11:00 AM

An irony of retirement is that many people spend more time planning for weekly activities and vacations than their long-term financial survival. Taxes are an obvious yet under-the-radar expense tha...


Time to Up Your Game, Education’s the key, before and during retirement

08/25/2016 11:00 AM

Retirees can undermine their financial foundation by not seeking the education that can enable a long and enjoyable retirement. Many claim to be “too busy” with other activities, and don’t take the...


Convert retirement planning’s aha! moments into opportunities

08/23/2016 11:00 AM

Effective retirement planning can begin in your early 40s by phasing in the impact of taxes that will ultimately come due. Workers who’ve accumulated pensions and are unfamiliar with annuities are ...


There are many paths to retirement, take the right path for you

08/23/2016 11:00 AM

Disciplined savers can shortchange themselves through asset misallocation. By re-directing their funds - and with an eye on their bigger financial picture - better outcomes can be achieved. Watch t...


Housing Wealth Strategies in Retirement - On the Money News

08/23/2016 04:01 AM

Home Equity Conversion Mortgage (HECM) strategies can create tax free income during retirement, help purchase your retirement home or set up an equity line of credit as a financial back stop for fu...


Patience Pays Off with Social Security

08/22/2016 11:00 AM

Retirees eager for Uncle Sam’s gifts generally benefit by delaying that bounty and making a long-term “we” decision that their spouse must live with. Postponing the monthly payment and other measu...


Student Debt Counselors At National Student Aid Care Provide You With The Debt Relief You Need

08/21/2016 09:46 PM

Student Debt Counselors At National Student Aid Care Provide You With The Debt Relief You Need


Living Longer May Exacerbate Medical & Elder Care Costs in Retirement

08/20/2016 11:00 AM

World-renowned gerontologist Dr. Aubrey de Grey has said, “The first person to live 150 years has already been born.” Sound like science fiction? Like Star Trek’s Admiral Leonard McCoy, inspecting ...